Documentation / Assets / Documents

Approvals

How document records connect to approval work in TrialStack and where teams should manage the controlled review state.

Document approvals tab showing the approval list attached to a document.

Document approvals tab showing the approval list attached to a document.

Documents hold the governed asset. Approvals capture the review and sign-off work that determines whether the document can move forward.

In the product

Document approvals tab in light mode.

Document approvals tab in dark mode.

The tab keeps the approval record attached to the document instead of burying review state in document edits or free-form notes.

Why it matters

a document needs controlled review before use
reviewers need the approval trail attached to the source asset
teams need to distinguish editing from approval state

From each side

Use Documents for the content-bearing record and version-aware asset workflow.
Use Document Approvals for review, decision-making, and sign-off behavior.